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《大行报告》美团(03690.HK)投资评级及目标价(表)(更新)
阿思达克 11-23 15:14
美团(03690.HK)将於下周一(30日)公布截至今年9月底止第三季度业绩,券商料美团因对杂货业务等新业务进行投资(海通国际更估计美团上季新业务亏损将扩大至24亿人民币)、并为鼓励消费推出更高补贴,关注季内纯利按季会受挤压,本网综合4间券商预测,美团今年第三季溢利料介乎亏损7.44亿至录溢利4.26亿元人民币,对比2019年第三季溢利13.33亿元人民币,按年盈转亏至溢利按年下跌68%,中位数为亏损3,300万人民币,按年盈转亏。

基於市场预期新业务亏损或扩大拖累,综合6间券商预测,美团今年第三季非国际财务报告准则经调整溢利料介乎7.85亿至30.93亿元人民币,较2019年同期19.42亿人民币,按年跌59.6%至增加59.3%,中位数为14.92亿元人民币,按年跌23.2%。而本网综合14间券商预测,美团今年第三季收入料介乎330.86亿至348亿元人民币,较2019年同期274.93亿元人民币,按年增加20.3%至增加26.5%,中位数为344.57亿元人民币,按年增加25.3%。

投资者将注视美团管理层对新业务及反垄断指引的最新指引。

下表列出22间券商对其港股评级及目标价:

券商│投资评级│目标价(元)

汇丰环球研究│买入│386元

星展│买入│380元

高盛│买入│349元

美银证券│买入│336元

交银国际│买入│272->325.3元

瑞信│跑赢大市│310元

海通国际│优於大市│300元

瑞银│买入│300元

大和│买入│300元

野村│买入│300元

花旗│买入│300元

杰富瑞│买入│300元

里昂│买入│300元

华泰金控│买入│299元

中信证券│买入│290.6元

中国银河国际│收集│286元

华创证券│推荐│285元

摩根士丹利│增持│280元

建银国际│跑赢大市│273.35元

中银国际│买入│271元

工银国际│跑赢大市│270元

摩根大通│中性│235元

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